Siebel Training Guide > Managing Enrollments, Test Results, and Reports >

Adding and Viewing Course Enrollments

Use the procedures in this section to add enrollments to courses and scheduled classes, and to view current enrollments.

NOTE:  Registered contacts who are not associated with an account cannot register for a class unless a system default price list is set up. For more information, see Siebel eSales Administration Guide.

This task is a step in Process of Working with Enrollments, Cancellations, Test Results, and Reports.

To add enrollments to self-paced courses

1. Navigate to the Administration - Training screen > Course Details view.
2. In the Courses list, select the course, and then click the Add Enrollments view tab.
3. In the Add User list, click Add User, and select a contact.
4. Select the Override Prerequisites check box to override any conflicts that occur from adding a user who has not met the prerequisites.
5. Repeat steps Step 3 to Step 4 until you are done adding names.

   NOTE:  If the user being added by the administrator is not an employee, the Shopping Cart view appears. The remaining steps apply for nonemployee users.

6. In the Shopping Cart view, verify that the appropriate training charges appear, and then click Check Out.
7. Enter the enrolled user's credit card information and any other information, and then confirm the order.

To add enrollments to scheduled classes

1. Navigate to the Administration - Training screen > Class Details view.
2. In the Classes list, review the Start field dates, and select the class to which you want to add enrollments.
3. Click the Add Enrollments view tab, click Add User, and select a contact.
4. Select the Override Prerequisites check box to override any conflicts that occur from adding a user that has not met the prerequisites.
5. Repeat steps Step 3 to Step 4 until you are done adding names.

   NOTE:  If the user being added by the administrator is not an employee, a shopping cart view appears. The remaining steps apply for nonemployee users.

6. In the Shopping Cart view, verify that the appropriate training charges appear, and then click Check Out.
7. Enter the attendee credit card information and other information for which you are prompted, and confirm the order.

To view current enrollments

1. Navigate to the Administration - Training screen > Course Details view.
2. In the Courses list, select the course, and click the Class Details link.
3. In the Classes list, click the link in the Start field for the session.

   The Enrollments list, showing enrolled students, appears.

   NOTE:  You can also view enrollments by navigating to the Administration - Training screen's All Enrollments view. For more information, see Viewing All Course and Class Registration Information.